JP Morgan Private Wealth Advisors’s Control4 Corporation CTRL Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio CTRL Stock Details CTRL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-10,439	Closed	-$184K	–	1546
2018 Q4	$184K	Buy	10,439 +778	+8%	+$18.4K	﹤0.01%	1352
2018 Q3	$331K	Buy	+9,661	New	+$298K	﹤0.01%	1244
2016 Q1	–	Sell	-18,176	Closed	-$132K	–	1324
2015 Q4	$132K	Buy	18,176 +2,176	+14%	+$16.6K	﹤0.01%	1062
2015 Q3	$131K	Hold	16,000	–	–	﹤0.01%	975
2015 Q2	$142K	Sell	16,000 -1,880	-11%	-$19.4K	﹤0.01%	1001
2015 Q1	$214K	Hold	17,880	–	–	﹤0.01%	1016
2014 Q4	$275K	Sell	17,880 -2,027	-10%	-$29.1K	﹤0.01%	907
2014 Q3	$257K	Buy	19,907 +9,048	+83%	+$142K	﹤0.01%	891
2014 Q2	$212K	Sell	10,859 -2,296	-17%	-$41.7K	﹤0.01%	808
2014 Q1	$279K	Buy	+13,155	New	+$293K	0.01%	736

Other funds holding CTRL

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return

SFM

Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

SIM

Spark Investment Management New York $41.6M AUM 80.97% 1-Year Est. Return

JP Morgan Private Wealth Advisors's CTRL Position: Q1 2019 in Review

JP Morgan Private Wealth Advisors sold out of Control4 Corporation (CTRL) in Q1 2019, closing a stake of 10,439 shares — an estimated $184K sold.

JP Morgan Private Wealth Advisors first reported a position in CTRL in Q1 2014 and held it in 10 quarters. The position peaked at $331K in Q3 2018. 168 funds tracked by Wall St. Rank hold CTRL as of Q1 2019.

JP Morgan Private Wealth Advisors reported no remaining Control4 Corporation position as of Q1 2019 after selling out during the quarter.
JP Morgan Private Wealth Advisors sold 10,439 Control4 Corporation shares in Q1 2019, an estimated $184K.
JP Morgan Private Wealth Advisors first reported a position in Control4 Corporation in Q1 2014 and held it in 10 quarters.
JP Morgan Private Wealth Advisors's Control4 Corporation position peaked at $331K in Q3 2018.
168 funds tracked by Wall St. Rank held Control4 Corporation as of Q1 2019.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.